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2026-07-15
High NA EUV reaches new readiness milestone with first high-volume Logic product - lincolnjournal.com
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www.lincolnjournal.com 2026-07-15 lincolnjournal.com
2026-07-15
Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates
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digitimes.com 2026-07-15
Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence data centers Nvidia is building with partners worldwide, Nikkeireported. The talks point to where the AI buildout is now bottlenecked: not chips, but the power and heat they generate.
2026-07-15
Lenovo says US ThinkBook models do not use YMTC SSDs
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digitimes.com 2026-07-15
Lenovo, responding to recent reporting that its ThinkBook 14 G9 IPL business notebook uses solid-state drives (SSDs) from Yangtze Memory Technologies (YMTC), stressed that the unit dismantled and tested in the report was a German-spec model, not a US version. The company said all notebooks shipped to the US market do not contain SSDs from YMTC, refuting claims that the Chinese supplier had entered
2026-07-15
Intel qualifies High-NA EUV for Panther Lake; ASML preps TSMC and Samsung for next wave
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digitimes.com 2026-07-15
ASML confirmed on July 15 that Intel Foundry has become the first company in the industry to ship a high-volume logic product manufactured using High-NA EUV lithography, marking a significant milestone in the commercial readiness of the Dutch equipment maker's most advanced lithography technology.
2026-07-15
Bank of America sees Nvidia’s next $20 billion business - thestreet.com
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www.thestreet.com 2026-07-15 thestreet.com
2026-07-15
[News] Korean and Japanese Researchers Unveil New AI Memory Architectures to Address HBM Thermal Limits - TrendForce
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www.trendforce.com 2026-07-15 TrendForce
2026-07-15
Memory Chip Shortage Delivers 'Chipflation' Blow to Smartphones, PCs, and Appliances - finance.biggo.com
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finance.biggo.com 2026-07-15 finance.biggo.com
2026-07-15
Dow Jones Futures: Goldman, CrowdStrike Jump, AI Stocks Need To Do This; ASML, Morgan Stanley Due - Investor's Business Daily
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www.investors.com 2026-07-15 Investor's Business Daily
2026-07-15
US allows Chinese telecom giant ZTE to purchase Nvidia H200 AI chips
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tomshardware.com 2026-07-15 Bruno Ferreira
Still no Blackwell, though, and Beijing gets the final say.
Semiconductor IndustryUS-China Trade WarAI ChipsNVIDIAZTEChip Export ControlsArtificial IntelligenceChip Supply Chain
2026-07-15
Semiconductor trade hits peak as crowded positioning raises volatility fears - Fox Business
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www.foxbusiness.com 2026-07-15 Fox Business
2026-07-15
Oregon lands $160M US semiconductor 'engine' award - The Business Journals
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news.google.com 2026-07-15 The Business Journals
2026-07-15
Google’s Tensor G6 Could Beat the iPhone 18 to Next-Gen 2nm Chip - Android Headlines
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news.google.com 2026-07-15 Android Headlines
2026-07-14
Elon Musk’s Colossus 2 data center installed 59 natural gas turbines without permission, report claims
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tomshardware.com 2026-07-14 Jowi Morales
The population of the communities surrounding the Colossus 2 site, which is in the center of a lawsuit involving unpermitted natural gas turbines and pollution, is predominantly Black.
AI data centerEnergy infrastructureEnvironmental compliancePollution emissionsCommunity healthRenewable energyRegulatory policyData center construction
2026-07-14
TSMC Revenue Reaches US$39bn Amid AI Chip Demand - Business Chief
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news.google.com 2026-07-14 Business Chief
2026-07-14
Nvidia Slide Narrows Gap With World's Biggest Miners - Mexico Business News
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news.google.com 2026-07-14 Mexico Business News
2026-07-14
China claims chip exports nearly doubled to $177 billion in the first half of 2026 as memory prices surged
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tomshardware.com 2026-07-14 Luke James
The Chinese customs administration attributed the surge to global demand for AI hardware.
chip exportssemiconductor tradememory price surgeChina semiconductor industryAI hardware demandexport growthDRAM marketchip manufacturing
2026-07-14
EXCLUSIVE: ZTE among Chinese firms licensed to purchase Nvidia's H200 chips, documents show - Reuters
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news.google.com 2026-07-14 Reuters
2026-07-14
Exclusive-ZTE among Chinese firms licensed to purchase Nvidia's H200 chips, documents show - Yahoo Finance
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news.google.com 2026-07-14 Yahoo Finance
2026-07-14
GraniteShares Launches the First U.S.-Listed Leveraged ETFs on SK hynix - markets.businessinsider.com
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news.google.com 2026-07-14 markets.businessinsider.com
2026-07-14
Tower Semiconductor Stock Rises 19% on Japanese Capacity Expansion Plans - Barron's
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news.google.com 2026-07-14 Barron's